Update Dynamics 365 orders from Linear delivery changes
Let Notis carry a material delivery change from Linear into the related Dynamics 365 sales order.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Why this helps
Delivery changes can be known to the team doing the work before the CRM order reflects them.
- Keep the order record aligned with real delivery progress.
- Make customer commitment follow-up more dependable.
- Reduce manual status reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Write one prompt asking Notis to update the related sales order when a Linear issue records a meaningful fulfillment or delivery change.
- 3Select the Linear Issue Updated trigger and choose where run reports should appear.
- 4Test with one real delivery update and verify the intended order was updated.
Questions about this workflow
Will ordinary engineering updates change the order?
Limit the prompt to changes that affect order fulfillment or a customer delivery commitment.
Can this create orders?
This workflow updates an existing order; Dynamics 365 also has a separate action for creating a sales order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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